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Documents for service advisors for estimates, quotes, assignments, canned job kits, diagnostics, inspections, billing, appointments, scheduling, interviews.

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After Hours / Night Drop / Early bird – Procedure

Air Conditioning Service: Three Levels – Menu

Appointment Preparation Checklist

Appointment Request (Mitchell / ShopKey) – Form

Appointment Request (Service Advisor) – Form

Brake Service Three Levels – Menu

Canned Job Kit Creation Instructions – Vehicle Specific

Coolant Service: Three Levels – Menu

Customer Check Out – Procedure


Customer Greeting and Interaction: All Employees – Procedure

Customer Greeting and Interaction: Service Advisor – Procedure

Customer Greeting and Interaction: Service Advisor – Procedure version 2

Customer Interaction Topics – List

Determining the Priority of Vehicles to be serviced

Engine / Transmission Estimating – Form

Estimate Preparation – Procedure

Estimate Presentation – Worksheet

Estimates / Quotes by Email Disclaimer

Estimating Details – Form